364 Investing, LLC

Overview

364 Investing, LLC is an independent registered investment advisory organized as a limited liability company and controlled by an individual owner. The firm serves primarily individual and family clients and offers financial planning and discretionary portfolio management for individuals and small businesses. It also operates as an insurance broker. Fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, and the option for performance-based fees. The firm does not identify itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

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Location & Offices